Horizon Financial Services, LLC Incresed Positions in Q3 2025

Horizon Financial Services, LLC

  • $208 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
7.77K
+ 3.89%
$94.33 - $105.31 $733K - $818K
207K $21.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
70.7K
+ 16.4%
$28.15 - $30.13 $1.99M - $2.13M
502K $14.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
28.7K
+ 9.06%
$52.12 - $55.33 $1.5M - $1.59M
346K $19.1M
XLK
Technology Sector Spdr

ETFs
642
+ 2.57%
$250.97 - $282.66 $161K - $181K
25.6K $7.22M
XLI
Industrial Sector Spdr

ETFs
10.7K
+ 69.82%
$147.94 - $154.99 $1.58M - $1.65M
26K $4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.02K
+ 0.37%
$39.8 - $42.86 $40.5K - $43.6K
277K $11.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.27K
+ 2.88%
$25.29 - $28.33 $184K - $206K
259K $7.24M
MSFT
Microsoft Corp

Technology
2.03K
+ 975.96%
$491.09 - $535.64 $997K - $1.09M
2.24K $1.16M
SRLN
Ssga Active Trust

ETFs
14.3K
+ 7.43%
$41.28 - $41.65 $591K - $597K
207K $8.61M
SPSB
Spdr Portfolio Short Term Corp

ETFs
18.5K
+ 3.74%
$30.02 - $30.29 $556K - $561K
514K $15.6M
NVDA
Nvidia Corp

Technology
958
+ 35.46%
$153.3 - $186.58 $147K - $179K
3.66K $682K
XLE
Energy Sector Spdr

ETFs
3.38K
+ 38.85%
$84.25 - $91.99 $285K - $311K
12.1K $1.08M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.98K
+ 3.89%
$73.94 - $78.51 $147K - $156K
52.9K $4.11M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.81K
+ 0.5%
$23.54 - $23.97 $42.6K - $43.4K
365K $8.74M
SJNK
Spdr Bloomberg Short Term High

ETFs
7.53K
+ 12.05%
$25.28 - $25.63 $190K - $193K
70K $1.79M
HD
Home Depot, Inc.

Consumer Cyclical
329
+ 14.61%
$357.4 - $423.42 $118K - $139K
2.58K $1.05M
AAPL
Apple Inc.

Technology
429
+ 12.75%
$202.38 - $256.87 $86.8K - $110K
3.79K $965K
DUK
Duke Energy Corp

Utilities
1.29K
+ 16.14%
$116.31 - $125.93 $150K - $162K
9.26K $1.15M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.77K
+ 13.98%
$24.69 - $25.26 $142K - $146K
47K $1.18M
GE
General Electric CO

Industrials
493
+ 5477.78%
$244.75 - $305.63 $121K - $151K
502 $151K
XLP
Consumer Staples Sector Spdr

ETFs
1.89K
+ 10.23%
N/A
20.4K $1.55M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.97K
+ 4.33%
$40.94 - $42.85 $121K - $127K
71.4K $3.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.18K
+ 6.57%
$81.75 - $84.54 $96.7K - $100K
19.2K $1.61M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.95K
+ 2.29%
$17.81 - $18.39 $52.6K - $54.3K
132K $2.41M
META
Meta Platforms, Inc.

Communication Services
175
+ 1750.0%
$695.21 - $791.73 $122K - $139K
185 $135K
AMZN
Amazon Com Inc

Consumer Cyclical
374
+ 23.32%
$211.65 - $238.24 $79.2K - $89.1K
1.98K $434K
CVX
Chevron Corp

Energy
761
+ 6918.18%
$145.57 - $161.83 $111K - $123K
772 $119K
XLU
Utilities Sector Spdr

ETFs
377
+ 3.91%
$81.14 - $87.32 $30.6K - $32.9K
10K $874K
ENB
Enbridge Inc

Energy
1.79K
+ 95.01%
$43.79 - $50.46 $78.3K - $90.2K
3.67K $185K
SO
Southern CO

Utilities
998
+ 525.26%
$90.83 - $96.0 $90.6K - $95.8K
1.19K $112K
IBM
International Business Machines Corp

Technology
308
+ 385.0%
$234.77 - $292.47 $72.3K - $90.1K
388 $109K
VGT
Vanguard Information Technolog

ETFs
12
+ 3.25%
$656.44 - $753.15 $7.88K - $9.04K
381 $284K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
1.72K
+ 58.54%
$38.58 - $40.06 $66.2K - $68.8K
4.65K $184K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.06K
+ 2.39%
N/A
45.3K $2.83M
VOE
Vanguard Mid Cap Value Index F

ETFs
306
+ 44.16%
$164.63 - $174.58 $50.4K - $53.4K
999 $174K
MA
Mastercard Inc

Financial Services
109
+ 5450.0%
$550.18 - $598.96 $60K - $65.3K
111 $63K
GOOG
Alphabet Inc.

Communication Services
148
+ 50.68%
$175.16 - $255.24 $25.9K - $37.8K
440 $107K
BX
Blackstone Inc.

Financial Services
360
+ 6000.0%
$152.77 - $188.68 $55K - $67.9K
366 $62K
GOOGL
Alphabet Inc.

Communication Services
182
+ 105.2%
$174.36 - $254.72 $31.7K - $46.4K
355 $86K
VOT
Vanguard Mid Cap Growth Index

ETFs
140
+ 45.6%
$282.75 - $294.19 $39.6K - $41.2K
447 $131K
TSLA
Tesla, Inc.

Consumer Cyclical
119
+ 915.38%
$293.94 - $444.72 $35K - $52.9K
132 $58K
T
At&T Inc.

Communication Services
1.95K
+ 23.89%
$26.94 - $29.62 $52.6K - $57.8K
10.1K $285K
INTC
Intel Corp

Technology
741
+ 46.31%
$19.31 - $35.5 $14.3K - $26.3K
2.34K $78K
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.78K
+ 2.38%
$25.67 - $27.21 $71.4K - $75.7K
120K $3.23M
HON
Honeywell International Inc

Industrials
180
+ 3000.0%
$207.7 - $240.4 $37.4K - $43.3K
186 $39K
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 1.53%
$215.01 - $273.02 $5.38K - $6.83K
1.66K $416K
V
Visa Inc.

Financial Services
100
+ 72.46%
$332.09 - $358.86 $33.2K - $35.9K
238 $81K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 100.0%
$459.11 - $506.91 $31.7K - $35K
138 $69K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.12K
+ 3.33%
$59.5 - $62.99 $66.6K - $70.5K
34.7K $2.18M
Activity Summary
Buys All Purchases 310 New Holdings 139 Increased Positions 171 Sells All Sells 37 Reductions 31 Sold out 6 Options Calls 0 Puts 0
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